Japan’s Government Pension Investment Fund will soon look to expand its alternatives database project, which evaluates the performance of private markets GPs, to cover more funds. Director of research and analytics speaks with Top1000funds.com on how the $2 trillion pension giant will position the system as its first point of reference for private market manager due diligence.
Long-time practitioners of the total portfolio approach said one of its greatest advantages is that the investment team can make significant asset allocation at its discretion, as interest towards adopting the framework picks up among asset owners to handle more complex decision-making. At FIS Singapore, GIC and OPTrust unpack the governance and risk culture to enable it.
The rise of artificial intelligence-driven trading has raised questions about the possibility of algorithmic investors crowding into many of the same ideas and amplifying stress during times of volatility. Nanyang Technological University computer science professor Bo An explores the question at FIS Singapore.
The emerging markets are a great way to access the AI thematic without buying into expensive US large caps, but their nuances demand local active management if investors want to unlock their rewards.
As covenants in US and European private credit become weakened from an increasing flow of lending capital, asset allocators and managers are eyeing Asia as the next frontier due to its relatively untapped yet sizable market. At FIS Singapore, investors unpacked the region's complexity premium and why a local approach is essential.
While China was mainly a beneficiary rather than a participant of previous industrial revolutions, it now believes it can lead the next one, and the US will have to work hard to catch up to its extraordinary capacity and speed for development.
The outperformance of APAC equities in 2025 has reignited interest among asset owners in allocating towards the region, but Franklin Templeton's investment strategist Christy Tan argues the investment case for APAC has shifted from a tactical to a structural buy. She unpacks the reasoning in conversation with Top1000funds.com Asia Pacific correspondent Darcy Song.
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